See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,982 | $75,963+17.1% | $97,995-9.2% | $70,131+26.9% |
| Participation rate | 85.7% | 77.0%+8.8pp | 82.4%+3.3pp | 69.5%+16.2pp |
| Annual return | 20.28% | 19.26%+1.0pp | 23.94%-3.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $806 | $3,278-75.4% | $4,158-80.6% | $2,342-65.6% |
| Participant deferral / active EE | $3,803 | $4,053-6.2% | $5,097-25.4% | $3,332+14.1% |
| Admin fee / account holder | $1,941 | $5,407-64.1% | $5,943-67.3% | $4,645-58.2% |